North Oak Recruitment Ltd helps a Leicestershire-based financial planning firm recruit an experienced Paraplanner. You will own cases, gather client data, prepare suitability reports and support the advisor with a client-focused process.
Essentially, you will hold Level 4 CII Diploma (or equivalent), be educated to A level, and have 2+ years in financial services administration. Paraplanning experience and a degree in Finance or related field are desirable; hybrid working follows training.
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Paraplanner - Hybrid Role for HNW Clients employer: North Oak Recruitment Ltd
As a growing independent financial planning company based in Nottinghamshire, we pride ourselves on fostering a supportive and professional work environment that prioritises client-focused service. Our commitment to employee development is evident through comprehensive training and clear career progression opportunities within the wealth management sector, making us an excellent employer for those looking to build a meaningful career in financial services.
